EWM

Evolution Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$3.44M
3 +$1.46M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.36M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$1.2M

Top Sells

1 +$3.47M
2 +$669K
3 +$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$564K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$349K

Sector Composition

1 Technology 5.02%
2 Financials 1.83%
3 Consumer Discretionary 1.28%
4 Communication Services 1.09%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWO icon
526
iShares Russell 2000 Growth ETF
IWO
$14.5B
$9.1K 0.01%
29
WMB icon
527
Williams Companies
WMB
$87.9B
$9.1K 0.01%
125
PATH icon
528
UiPath
PATH
$6.01B
$8.98K 0.01%
809
WTAI icon
529
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$651M
$8.95K 0.01%
317
ARKG icon
530
ARK Genomic Revolution ETF
ARKG
$1.25B
$8.93K 0.01%
338
VBR icon
531
Vanguard Small-Cap Value ETF
VBR
$35.4B
$8.91K 0.01%
41
DG icon
532
Dollar General
DG
$23.2B
$8.9K 0.01%
75
RWR icon
533
State Street SPDR Dow Jones REIT ETF
RWR
$1.79B
$8.88K 0.01%
88
+1
HWM icon
534
Howmet Aerospace
HWM
$99.7B
$8.76K 0.01%
+38
TT icon
535
Trane Technologies
TT
$103B
$8.75K 0.01%
+21
SPTL icon
536
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
$8.71K 0.01%
331
VNQI icon
537
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$8.62K 0.01%
+194
CLSK icon
538
CleanSpark
CLSK
$4.51B
$8.51K 0.01%
1,000
SPGI icon
539
S&P Global
SPGI
$122B
$8.51K 0.01%
20
+10
IGEB icon
540
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
$8.47K 0.01%
188
BKNG icon
541
Booking.com
BKNG
$130B
$8.42K 0.01%
+50
RKLB icon
542
Rocket Lab Corp
RKLB
$68.1B
$8.41K 0.01%
131
USIG icon
543
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$8.4K 0.01%
164
+91
XMTR icon
544
Xometry
XMTR
$4.33B
$8.17K 0.01%
200
SGOL icon
545
abrdn Physical Gold Shares ETF
SGOL
$7.58B
$8.16K 0.01%
183
IGV icon
546
iShares Expanded Tech-Software Sector ETF
IGV
$16.1B
$8.01K 0.01%
100
HSY icon
547
Hershey
HSY
$37.9B
$7.9K 0.01%
38
BMY icon
548
Bristol-Myers Squibb
BMY
$112B
$7.88K 0.01%
130
APH icon
549
Amphenol
APH
$181B
$7.71K 0.01%
+61
IWD icon
550
iShares Russell 1000 Value ETF
IWD
$76B
$7.69K 0.01%
36